Colleen is the Senior Client Relationship Associate at Designing Wealth Management. She is an experienced professional who brings more than 30 years of sales, marketing, and customer service expertise to her position. She has been with Raymond James for over six years and with Designing Wealth Management since October 2021.
Colleen strives to provide the best possible client experience. She believes personal interaction, effective communication skills and attention to detail are vital to successful client relationships.
When not in the office, Colleen utilizes her creativity and entrepreneurial spirit managing her Etsy Shop. Originally from New Jersey, Colleen now resides in Macungie with her two children, Jake and Rose and Golden Retriever, Jamisyn.